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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,129 | $54,763-74.2% | $90,324-84.4% | $72,976-80.6% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.3%-47.4pp | 69.5%-43.6pp |
| Annual return | 21.66% | 30.63%-9.0pp | 78.15%-56.5pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,389 | $2,887-51.9% | $3,885-64.3% | $3,608-61.5% |
| Admin fee / account holder | $4,593 | $3,973+15.6% | $5,356-14.2% | $5,124-10.4% |